Latest Institutional Transactions on Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information on the latest institutional transactions involving Timothy Plan U S Large/Mid Cap (TPLC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.79KNew |
$247K - $268K
|
5.79K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
465+ 102.88% |
$19.9K - $21.5K
|
917
$40.9K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.4K- 1.92% |
$59.6K - $64.6K
|
71.3K
$3.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.71KNew |
$201K - $218K
|
4.71K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-591- 89.14% |
$25.2K - $27.4K
|
72
$3.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
723+ 4.13% |
$30.9K - $33.5K
|
18.2K
$814K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
3.94K+ 89.42% |
$168K - $182K
|
8.34K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
814New |
$34.8K - $37.7K
|
814
$36.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.43K+ 8.41% |
$403K - $437K
|
122K
$5.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
426+ 3.43% |
$18.2K - $19.7K
|
12.8K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
5.18K+ 23.49% |
$221K - $240K
|
27.2K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
850+ 23.76% |
$36.3K - $39.4K
|
4.43K
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
32+ 0.41% |
$1.37K - $1.48K
|
7.79K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 17.83% |
$86.6K - $94K
|
13.4K
$598K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.07% |
$427 - $463
|
15.1K
$673K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-62.6K- 78.12% |
$2.67M - $2.9M
|
17.5K
$782K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
501+ 0.29% |
$21.4K - $23.2K
|
175K
$7.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.25% |
$427 - $463
|
4.02K
$180K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-141- 1.17% |
$6.02K - $6.53K
|
11.9K
$532K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 14.57% |
$80.7K - $87.6K
|
14.9K
$664K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.07K+ 26.28% |
$88.4K - $95.9K
|
9.95K
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-298- 0.58% |
$12.7K - $13.8K
|
51K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$42.7 - $46.3
|
324
$14.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$25.6K - $27.8K
|
600
$26.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-251- 1.35% |
$10.7K - $11.6K
|
18.4K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.07K+ 40.24% |
$88.5K - $96K
|
7.22K
$322K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.48K+ 1.26% |
$106K - $115K
|
200K
$8.94M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.21K+ 43.32% |
$88.2K - $97K
|
7.3K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-148- 2.02% |
$5.92K - $6.51K
|
7.18K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-431- 35.1% |
$17.2K - $19K
|
797
$35.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.7K- 11.97% |
$586K - $645K
|
108K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
34+ 0.17% |
$1.36K - $1.5K
|
20.1K
$899K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36KNew |
$1.44M - $1.59M
|
36K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.2K+ 260.85% |
$969K - $1.07M
|
33.5K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.36K- 0.69% |
$54.4K - $59.8K
|
196K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.98% |
$40 - $44
|
103
$4.6K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-118- 2.34% |
$4.72K - $5.19K
|
4.92K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$1.32M - $1.46M
|
33.1K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-283- 4.95% |
$11.3K - $12.4K
|
5.44K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.5K+ 51.44% |
$1.1M - $1.21M
|
80.9K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-143- 99.31% |
$5.72K - $6.29K
|
1
$44.7
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
504+ 5.46% |
$20.1K - $22.2K
|
9.74K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
29.4K+ 17.06% |
$1.18M - $1.29M
|
202K
$9.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
439New |
$17.6K - $19.3K
|
439
$19.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 10.81% |
$64.4K - $70.8K
|
16.5K
$737K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.21K- 6.51% |
$48.2K - $53K
|
17.3K
$772K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4K+ 1.0% |
$160K - $176K
|
404K
$18M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-681- 3.17% |
$27.2K - $30K
|
20.8K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.02K+ 9.38% |
$80.8K - $88.9K
|
23.6K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
33+ 0.28% |
$1.32K - $1.45K
|
12K
$534K
|
|